Wentz Weekly Insights
-
- Broader Participation Emerges as AI Trade Continues (5.26.26)
- Stocks Mixed, Breadth Weak on Rising Inflation Pressures (5.18.26)
- Tech Leads Again as Narrow Rally Pushes Markets to New Highs (5.11.26)
- 'Wild Wednesday' Drives Stocks Higher for Fifth Straight Week (5.4.26)
- Tech-Led Rally Pushes Markets to New Highs While Earnings Momentum Accelerates (4.27.26)
- Technical Tailwinds Drive Stocks to New Highs (4.20.26)
- Earnings Season Signals Strength Beneath Market Volatility (4.13.26)
- Stocks Rebound Despite Rising Oil and Continued Middle East Tensions (4.6.26)
- Markets Slide as AI Disruption Fears and Iran Tensions Drive Volatility Higher (3.30.26)
- Central Banks Lean Hawkish as Inflation Risks Rise (3.23.26)
- Oil Continues Its Rise, Stocks Fall Again (3.16.26)
- Spike In Oil Pressures Stocks (3.9.26)
- Software Selloff Continues as Iran Conflict Escalates (3.2.26)
- Supreme Court Overturns Trump's Use of Emergency Tariffs (2.23.26)
- Stocks Down As AI Fears Spillover Beyond Software (2.17.26)
- Software Selloff Drives Stocks Lower (2.9.26)
- Trump Nominates New Fed Chairman, Eases Market Concerns (2.2.26)
- Stocks Higher Last Week But Choppiness Expected This Week (1.20.26)
- Labor Market Stability Lifts Stocks Despite Rising Geopolitical Tensions (1.12.26)
- US Stocks See Third Straight Year of Double Digit Returns (1.5.26)
-
- Strong GDP Number Drive Stocks to New Highs (12.29.25)
- Markets Mixed as Rate Cut Expectations and AI Concerns Collide (12.22.25)
- Fed Moves Closer to Neutral While AI Trade Volatility Increases (12.15.25)
- More Rate Cuts Ahead (12.8.25)
- Stocks Move Higher on Rate Cut Hopes (12.1.25)
- Market Rotation Continues, Rate Cut Odds Increase (11.24.25)
- Markets Rotate as Fading AI Sentiment Sends Stocks Lower (11.17.25)
- Stocks Lower As AI Rally Takes A Pause (11.10.25)
- Big Tech Momentum Continues As Solid Earnings Propel Stocks Higher, But Gains Were Narrow Again (11.3.25)
- Trade Hopes and Softer Inflation Boosts Sentiment, Lifts Markets (10.27.25)
- Markets Shake Off Credit Concerns to End Higher (10.20.25)
- Trade Uncertainties Return, Sending Stocks Lower (10.13.25)
- Government Shutdown and Its Impacts (10.6.25)
- Stocks Slightly Lower With Stronger Economic Data (9.29.25)
- "Risk Management" Rate Cut (9.22.25)
- Job Growth Overstated, Inflation As Expected, Rate Cuts Ahead (9.15.25)
- Jobs Report Strengthens Case For Rate Cut, Small Caps Rally (9.8.25)
- Tariffs in Question & Nvidia's Big Earnings Report (9.2.25)
- Small Caps Drive Market Rally Last Week After Powell Jackson Hole Speech (8.25.25)
- Stocks Extend Rally on Latest Inflation Data With a Broadening of Performance (8.18.25)
- Stocks Higher But Strength Has Become Very Narrow Again (8.11.25)
- Stocks Lower In Busy Week of Earnings, Fed Meeting, and Data - Capped Off By Soft Jobs Data Friday (8.4.25)
- Multiple Trade Agreements Announced, Big Week Ahead for Markets (7.28.25)
- Banks Deliver Strong Start to Q2 Earnings (7.21.25)
- The $4 Trillion Milestone (7.14.25)
- One Big Beautiful Bill Signed Into Law, Trade Deal Annonced, Solid Economic Data Drive Stocks to New Highs (7.7.25)
- Stocks Rally to New Highs, Valuations Back Near Cycle Highs (6.30.25)
- A Nonevent Fed Meeting Had Markets Unchanged Despite Intensifying Middle East Tensions (6.23.25)
- US/China Agreement, Mideast Tensions, and Lower Inflation (6.16.25)
- Ideal May Labor Report and Trump/Musk Budget Bill Drama (6.9.25)
- Earnings Better Than Expected, But Not Great Amid Tariff Uncertainty (6.2.25)
- "One Big, Beautiful Bill" Passes House, On To Senate (5.27.25)
- Inflation Slows Further Despite Tariffs (5.19.25)
- Fed Meeting A Non-Event But China Trade Truce Has Stocks Rallying (5.12.25)
- Busy Week With Better than Feared Earnings and Data and De-escalation of Trade Tensions (5.5.25)
- Stocks Back to Pre-"Liberation Day" Levels But Uncertainty Remains (4.28.25)
- New Export Restrictions & Powell Add To Market Worries (4.21.25)
- Temporary Tariff Relief, Earnings Ahead (4.14.25)
- Tariff Tantrum - Trump Tariff Announcement Sends Stocks into Bear Market (4.7.25)
- Anticipated "Liberation Day" Leads to More Volatility (3.31.25)
- Uncertainty Leads to First Market Correction Since 2023 (3.17.25)
- A "Detox Period" For the Economy (3.11.25)
- Stocks Move Lower on Risk Off Rotation (3.3.25)
- Earnings Growth Slows for 2025 (2.24.25)
- Hotter Inflation, No Reciprocal Tariffs, Yet (2.18.25)
- Jobs Data Strong, But Negative Revisions Again (2.10.25)
- Busy Week With Fed, Earnings, Economic Data, and Tariffs (2.3.25)
- Tariffs, Tariffs, Tariffs (1.27.25)
- Trump's Active First Day in Office & Stocks Move Higher Last Week After Welcoming Inflation Data (1.21.25)
- Stocks Experience Weakness & Q4 Earnings Preview (1.13.25)
- 2024 Recap: US Stocks Rise Over 20% For Second Straight Year (1.6.25)
We believe good planning starts with good conversations.
Wentz Financial Group
